Technology has evolved exponentially in the last 100 years and in this sense we live in extraordinary times. We all are participants in this amazing journey that requires us to adapt constantly […]
Game over. Occam’s Razor: The simplest explanation is often the best one. Central banks will never extract themselves. Whether they ultimately end QE is besides the point. They won’t reduce their balance […]
Last week in “Crushed” we talked about a coming volatility spike and sure enough $VIX spiked to over 20 from the 15 handle in a matter of days only to be crushed […]
So they crushed the $VIX again as volatility has entirely disappeared and the never ending rally keeps on ticking high relentlessly. Welcome to every big rally in recent years that all ended […]
Oops, he did it again. The second there was any concern in markets about tapering or the potential of earlier than expected interest rate hikes as suggested in last week’s Fed dot […]
Bored by the benign chop in markets drifting ever closer to all time highs again? With almost programmed certainty new highs are coming every month after all. New highs Fed balance sheet, […]
Following up on The Trap which suggested recent market strength may turn into a bull trap. Last week again we saw the tiniest dip in markets instantly reverted and markets again closed […]
Markets continue to be engaged in a very subtle battle for control. Having just witnessed another minor pullback of 5% or so here in May one can certainly argue it’s business as […]
The secret is out. It can no longer be denied and it’s up to each and everyone of us to help bring the secret to the forefront of public awareness. For the […]
What a circus. I imagine there’s a big sign in every Fed building in America: Don’t drop, fragile, handle with care. Janet Yellen, while no longer in a Fed building, committed the […]
